We are looking for a dedicated Teller to join our team in Monterey, California. In this Contract to permanent position, you will play a vital role in providing exceptional service to customers while managing transactions and ensuring compliance with banking procedures. If you have strong attention to detail, enjoy working with numbers, and excel in customer service, this role is perfect for you.<br><br>Responsibilities:<br>• Process customer deposits and withdrawals accurately, ensuring all required documents are complete and properly authorized.<br>• Handle cash transactions, including checks, savings withdrawals, and cash advances, while adhering to authorization limits.<br>• Operate a computer system to manage account activity, resolve transaction issues, and determine account balances.<br>• Assist with night depository tasks, such as logging and processing deposits, issuing receipts, and handling change orders.<br>• Monitor customer accounts for memo postings and apply holds for uncollected funds when necessary.<br>• Accept loan or installment payments, record them accurately, and forward them to the relevant department for processing.<br>• Balance the cash drawer daily, verify cash returned to the vault, and order cash supplies as needed.<br>• Deliver excellent customer service by addressing inquiries and resolving issues within defined authority.<br>• Travel to other branch locations to provide teller coverage when required.<br>• Support vault operations, including opening, closing, and balancing currency and coin inventory.
<p>We are looking for a detail-oriented Loan Servicing Specialist to join our team in Linthicum, Maryland. In this contract role, you will play a key part in ensuring the smooth handling of consumer loan servicing requests while maintaining high standards of accuracy and member satisfaction. This position requires adherence to industry regulations and company policies, as well as a commitment to providing exceptional service.</p><p><br></p><p>Responsibilities:</p><p>• Process and manage various consumer loan servicing requests in compliance with established guidelines and procedures.</p><p>• Ensure timely and accurate completion of tasks.</p><p>• Maintain comprehensive knowledge of organizational policies, loan products, and services.</p><p>• Investigate and resolve compliance-related issues within consumer loan servicing operations.</p><p>• Complete reports and resolve technical challenges to support loan servicing processes.</p><p>• Collaborate with team members to address operational needs and provide seamless service to members.</p><p>• Execute assigned projects and additional duties as directed by management.</p>
<p>We are looking for a motivated and detail-oriented Receptionist to join our team in St. Rose, Louisiana. This short-term contract to permanent position offers an excellent opportunity to contribute to the daily operations of a growing insurance company while expanding your organizational skills. In this role, you will handle a variety of administrative tasks and play a key part in maintaining a welcoming and organized office environment.</p><p><br></p><p>Responsibilities:</p><p>• Manage and organize paperwork, ensuring accuracy and timely completion.</p><p>• Communicate directly with mortgage companies to facilitate clear and effective interactions.</p><p>• Greet and assist visitors, providing excellent customer service.</p><p>• Perform general office tasks such as word processing, filing, and faxing.</p><p>• Support team members by contributing to various projects and administrative needs.</p><p>• Maintain an organized front desk environment.</p><p>• Handle incoming calls and direct them appropriately.</p><p>• Assist with internet-based research and provide relevant information to the team.</p><p>• Collaborate with colleagues to ensure smooth office operations.</p>
Our client in NE Philadelphia is expanding and is seeking a detail-oriented, deadline-driven Escrow Coordinator to support escrow closers and clearance officers. As the initial point of contact for clients, agents, and lenders, the Escrow Coordinator plays a key role in delivering fast, accurate, and exceptional customer service. This position is ideal for professionals who thrive in a fast-paced title environment, enjoy staying organized, and take pride in providing a seamless experience for all parties involved.<br><br>Key Responsibilities:<br><br>Upfront File Preparation:<br>Ensure order opening quality control and accuracy of new files.<br>Complete initial file setup, data entry, and create internal tasks.<br>Send introductory communications to clients and real estate partners, establishing a professional experience.<br>Pre-Closing Tasks:<br><br>Prepare preliminary Closing Disclosures (CDs) and fee sheets.<br>Generate and manage Closing Protection Letters (CPLs).<br>Order mortgage payoffs and necessary tax certifications, estoppels, sewer/water certifications, and HOA documents.<br>Provide title insurance quotes to borrowers, lenders, and agents.<br>Scheduling & Coordination:<br><br>Schedule all closings with clients, lenders, agents, and notaries/attorneys in a responsive and efficient manner.<br>Confirm wire instructions with all parties for compliance and security.<br>Communicate proactively and timely throughout the pre-closing process to keep all stakeholders informed.<br>Qualifications:<br><br>High school diploma required; bachelor's degree preferred.<br>Title/escrow experience strongly preferred (processing, pre-processing, or closing support).<br>Strong communication skills with a focus on customer service and reliability.<br>High attention to detail and ability to manage multiple files simultaneously.<br>Comfortable in a fast-paced, high-volume environment.<br>Experience with SoftPro is a plus.<br><br>For immediate consideration please call Christine at 215-244-1870, or send your current resume to Christine.MacMahon@RobertHalf com. Stay warm and safe!
<p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE DETAILS</strong></p><p><br></p><p><strong>ACCOUNTING MANAGER OR CONTROLLER </strong></p><p><br></p><p>Growing real estate company (recently doubled in size) is adding a new Accounting Manager/Controller to join their expanding team. This position will manage a team in their property accounting department.</p><p>Responsibilities:</p><p>-Review reconciliation of all balance sheet accounts and applicable schedules to ensure accurate reporting.</p><p>-Supervise the month-end close process, bank reconciliations, A/R and A/P review and preparation of financial packets.</p><p>-Experience with general ledger and journal entries</p><p>-Prepare and review monthly and quarterly financial statements.</p><p>-Prepare owner distributions (monthly, semi- monthly, quarterly and annually; mortgage payments).</p><p>-Oversee Capex lender reserve draws.</p><p>-File and pay all Personal Property taxes and franchise tax</p><p>-Review & approve Accounts Payable weekly processing</p><p>-Manage and mentor staff</p><p><br></p><p><br></p><p> </p><p> </p><p> </p><p> </p>
<p>Are you a <strong>sales-minded leader</strong> with the intensity and hunger to drive growth? This <strong>Real Estate Lending Manager</strong> role is a <strong>high-impact, highly visible position</strong> overseeing a team of 20 across Michigan and Florida. You’ll lead initiatives that <strong>boost production, expand market share, and launch new products</strong>, while ensuring operational excellence and compliance. The role combines strategic leadership, operational oversight, and a focus on driving volume and supporting Mortgage Lending Officers (MLOs). This role will be hybrid (3 days in office / 2 remote) after training located in Grand Blanc, Michigan. </p><p><br></p><p><strong>Responsibilities:</strong></p><p>• Manage and lead a team of 20 professionals, including underwriters, servicing staff, and back-office personnel, ensuring optimal performance and collaboration.</p><p>• Drive mortgage lending volume by supporting MLOs, identifying pipeline opportunities, and recommending new products based on market trends.</p><p>• Develop and implement strategic initiatives to boost production, improve efficiency, and enhance scalability.</p><p>• Hold team members accountable for performance metrics, providing coaching and shadowing underperforming staff when necessary.</p><p>• Participate in client meetings for escalations and high-level sales calls to reinforce leadership presence.</p><p>• Collaborate with IT, marketing, and branch leadership to align operations with organizational goals and drive growth.</p><p>• Monitor portfolio performance, ensuring compliance with Fannie Mae guidelines and secondary market requirements.</p><p>• Analyze market gaps and lead the launch of new products to meet evolving customer demands.</p><p>• Oversee budgets, reporting, and operational processes to maintain efficiency and accuracy.</p><p>• Champion initiatives that enhance team development and operational excellence.</p>
We are looking for a detail-oriented Payroll Specialist to join our team in The Woodlands, Texas. In this role, you will oversee payroll processing, benefits documentation, and tax-related tasks to ensure accuracy and compliance. This is a long-term contract position, offering the opportunity to work in a collaborative environment while supporting employees with payroll inquiries and maintaining essential records.<br><br>Responsibilities:<br>• Process payroll, benefits, and tax documentation with precision and verify the accuracy of payroll records.<br>• Provide timely and thorough support to employees regarding payroll-related inquiries.<br>• Respond to documentation requests related to payroll, benefits, and tax records.<br>• Generate detailed reports and electronic files using payroll systems.<br>• Assist with year-end activities, including tax filings and W-2 processing.<br>• Manage employee payment deposits, such as 401k loan payments.<br>• Collaborate with other departments to ensure seamless payroll operations.<br>• Utilize payroll software systems, including Cognos and UltiPro, to streamline processes.<br>• Maintain compliance with all relevant payroll regulations and organizational policies.
We are looking for an organized and customer-focused Teller to join our team in Monterey, California. This Contract to permanent position offers an excellent opportunity to grow within the banking industry while delivering exceptional service to clients. The ideal candidate will handle a variety of financial transactions and ensure smooth day-to-day operations in a retail banking environment.<br><br>Responsibilities:<br>• Process customer and business deposits, ensuring all documentation is complete and accurate while issuing receipts.<br>• Handle withdrawals, check cashing, and cash advances within authorized limits, referring complex cases to a supervisor as needed.<br>• Operate computer systems to manage account activities, resolve inquiries, and determine balances efficiently.<br>• Assist with night depository services, including logging bags, processing deposits, issuing receipts, and handling change orders.<br>• Monitor accounts for memos or holds and take necessary actions before completing transactions.<br>• Accept loan or installment payments, maintain accurate records, and forward payments for processing.<br>• Balance the cash drawer daily, verify amounts for the vault, and manage the daily cash supply.<br>• Provide excellent customer service by addressing concerns within your authority and escalating unresolved issues appropriately.<br>• Travel between branches to provide coverage for absent tellers when required.<br>• Support vault operations by assisting in opening, closing, and balancing currency and coin counts.
<p>We are looking for a detail-oriented Insurance Analyst to join our team in Glen Allen, Virginia. In this role, you will manage rental housing escrow accounts and oversee insurance policy servicing for our rental housing portfolio. Your expertise in multifamily loan servicing and compliance will play a key role in ensuring all processes align with regulatory standards. This is a Long-term Contract position ideal for professionals with a strong background in housing finance and escrow administration.</p><p><br></p><p>Responsibilities:</p><p>• Administer and monitor rental housing escrow accounts to ensure accurate processing and compliance.</p><p>• Oversee the servicing of insurance policies for the rental housing portfolio, including verification of coverage and documentation.</p><p>• Review loan agreements and ensure adherence to regulatory and organizational standards.</p><p>• Conduct detailed analysis of escrow structures and rental housing finance processes.</p><p>• Collaborate with internal teams to ensure proper reconciliation of accounts and billing functions.</p><p>• Maintain accurate records of accounts payable and receivable transactions.</p><p>• Perform account reconciliations to support financial accuracy and reporting.</p><p>• Evaluate compliance with fair housing regulations and housing finance policies.</p><p>• Support multifamily housing operations by managing loan servicing and administration tasks.</p><p>• Ensure timely and efficient processing of escrow transactions and housing finance documentation.</p>
<p>A leading investment organization is seeking a Finance professional to join its Boston team. In this role, you’ll partner with investment, legal, tax, and operations teams to support a diversified portfolio and ensure high‑quality accounting, reporting, and performance analysis.</p><p>You will take a key role in overseeing real assets investments—such as real estate, private credit, and private equity—while contributing to broader cross‑asset initiatives. This position offers the opportunity to collaborate with internal stakeholders and external partners, maintain regulatory compliance, and support the full lifecycle of portfolio investments.</p>
<p><em>The salary range for this position is up to $190,000 plus bonus, and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected].</em></p><p><br></p><p>You know what’s awesome? PTO. You know what else is awesome? A high-paying job that respects your work-life balance so you can enjoy your PTO. This role has perks that are unmatched by its competitors. Plus, this position doubles as a fast-track career advancement opportunity as they prefer to promote from within. </p><p><br></p><p><strong><u>Position Responsibilities</u></strong></p><ul><li>Work with Senior Leadership Team and Financial Leadership Team to understand the company’s vision and strategy and develop integrated EPM vision and strategies that are aligned with the company's overall strategic initiatives and financial objectives</li><li>Facilitate the establishment of daily, weekly and monthly reporting requirements</li><li>Give significant input to the development of company enterprise structure required to achieve reporting requirements and coordinate with finance and IT resources towards implementation of a transaction systems all the way through EPM reporting systems</li><li>Participate in the selection and configuration of EPM reporting tools consisting of 1) Actual Consolidation, 2) Planning and Forecasting, 3) Workforce Planning, 4) Long Range Planning (3 to 5 years), 5) Integrated Management Reporting and 6) External / SEC Reporting among others [tools currently being implemented are Tagetik and SAP’s SAC]</li><li> Create the vision and strategies for actual, plan / forecast and long range planning reporting</li><li>Establish financial standard reports to assure “one version of the truth”</li><li>Create and govern required reporting Master Data Management (MDM) Change Control processes (for entities, profit centers, cost centers, chart of accounts, standard reporting formats among others) as part of the Enterprise Master Data Governance program.</li><li>Establish links between various transformation initiatives and business strategies using methods/approaches such as capability assessment, business/financial analysis, process management and re-design, organizational assessment and stakeholder management</li><li>Contribute with financial specific expertise in establishing governance program conducted by the Master Core Data Team.</li><li>Support acquisition integration efforts by developing/enhancing playbook activities and repeatable processes for efficient and timely integration of financial data</li><li>Provide direct oversight for the management and prioritization of key projects and milestones. Responsible for overall project/program quality assurance</li><li>Provide thought leadership to ensure program objectives are achieved and stakeholders are aligned</li><li>Work directly with key stakeholders and business partners to drive improvements in core financial processes such as close/consolidations; planning, budgeting and forecasting; and management reporting</li><li>Foster continuous improvement mindset to drive change, improve access to critical information and enhance decision support capabilities across finance</li></ul>
We are looking for an experienced Commercial Loan Servicing Operations Specialist to join our team in New Haven, Connecticut. This role is ideal for someone with a strong background in banking operations and commercial loan servicing, who is ready to contribute to the efficiency and accuracy of our lending processes. As a long-term contract position, this opportunity offers the chance to play a vital role in supporting our commercial lending portfolio while collaborating with various departments.<br><br>Responsibilities:<br>• Manage the full range of back-office operations for commercial loan accounts, including processing payments, adjustments, advances, and payoffs.<br>• Handle loan boarding and booking into the bank’s system, ensuring data is accurate and processed in a timely manner.<br>• Monitor and execute transactions such as loan payments, escrow, and fees while adhering to regulatory and internal compliance standards.<br>• Process and review modifications, extensions, renewals, and covenant monitoring for commercial loans.<br>• Reconcile general ledger accounts related to commercial lending, troubleshoot discrepancies, and support accurate financial reporting.<br>• Address inquiries from internal teams and clients regarding commercial loan accounts, offering prompt and reliable assistance.<br>• Collaborate with credit, risk, and audit teams to address discrepancies, support audits, and refine operational processes.<br>• Prepare and evaluate reports on loan portfolios, payment histories, and exceptions to ensure data integrity.<br>• Identify opportunities for process improvements and contribute to system upgrades that enhance servicing functionality.
We are looking for a skilled Accounting Assistant to join our team on a contract basis in Brockton, Massachusetts. This role focuses on maintaining accurate financial records, processing payments, and ensuring compliance across multiple properties. If you have a keen eye for detail and a strong background in accounting, we encourage you to apply.<br><br>Responsibilities:<br>• Maintain precise general ledger entries and perform monthly reconciliations for multiple locations.<br>• Process and post real estate tax payments, ensuring the accuracy of tax amounts and allocations.<br>• Review and break down mortgage statements, recording payments and allocations accurately.<br>• Track and manage general liability insurance policies, posting related expenses.<br>• Prepare nightly financial reports as needed and assist with ad hoc reporting tasks.<br>• Verify and reconcile accounts payable and accounts receivable transactions.<br>• Code invoices appropriately and ensure timely processing.<br>• Conduct bank reconciliations to maintain accurate account balances.<br>• Support property-related financial analyses and reporting requirements.<br>• Collaborate with team members to address discrepancies and improve financial processes.
<p>Our client is a reputable and world-renowned Asset Management firm is looking to bring onboard a Finance Associate to the team.</p><p>The Finance team manages and reports on a diverse investment portfolio while collaborating with internal and external stakeholders. This role focuses on private equity investments, with exposure to other asset classes like hedge funds, public equity, and real estate. Key responsibilities include managing valuation and accounting, overseeing fund administrators, collaborating on investment closings, and conducting financial analysis.</p>
<p>We are seeking an experienced Accounting Manager to support a non-profit organization on a contract basis. This role is ideal for a hands-on accounting professional with strong experience in non-profit accounting, month-end close, and financial reporting. The Accounting Manager will play a key role in maintaining accurate financial records and supporting leadership with timely, insightful financial information.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Review and post journal entries related to payroll, accruals, prepaid expenses, insurance allocations, credit cards, and investments</li><li>Oversee weekly accounts payable batch processing in Sage Intacct, ensuring accuracy and compliance</li><li>Review balance sheet reconciliations, including investments, accounts receivable, accounts payable, accruals, loans, and fixed assets</li><li>Prepare and record month-end close journal entries, including loan amortization and lease accounting</li><li>Perform balance sheet account reconciliations, including lease liabilities, loan amortization schedules, and unemployment accounts</li><li>Update and roll forward monthly financial statements, variance analysis, and employment cost reporting</li></ul><p><br></p><p><br></p><p><br></p>
<p>Our client is hiring a senior finance professional to join a high-performing portfolio finance team supporting private equity, real assets, and private company investments.</p><p><br></p><p>This role owns valuation, accounting, and reporting for complex private investments and works closely with investment, legal, tax, and compliance teams across the full transaction lifecycle. You’ll also contribute to portfolio-wide initiatives, process improvements, and technology-driven enhancements in a fast-paced, sophisticated investment environment.</p>
<p>We are looking for a skilled Commercial Loan Servicer/Administrator to join our team in the Twin Cities. In this role, you will play a key part in ensuring the efficient administration and management of commercial loans, while maintaining high standards of accuracy and compliance. This opportunity is ideal for someone with a strong attention to detail and a solid background in loan documentation and servicing.</p><p><br></p><p>Responsibilities:</p><p>• Organize and maintain comprehensive loan files that comply with established standards, ensuring all documentation is accurate and up-to-date.</p><p>• Collaborate with commercial lending teams to facilitate the setup and management of participation loans.</p><p>• Assist the with remote deposit, merchant processing products, and related duties in cash management.</p><p>• Interact with Commercial Clients by addressing inquiries and resolving issues promptly and effectively.</p><p>• Compose business correspondence and utilize Excel and Word for various administrative tasks.</p><p>• Ensure adherence to regulatory and organizational standards for loan servicing processes.</p><p>• Work under pressure to meet deadlines while prioritizing tasks efficiently.</p>
We are looking for an experienced Loan Administrator to join our team on a contract basis in Austin, Texas. This role is ideal for someone with a keen attention to detail and a strong background in mortgage operations and administrative support. You will play a key role in ensuring loan documentation accuracy and compliance, while providing excellent service to both internal and external stakeholders.<br><br>Responsibilities:<br>• Verify that property insurance records are up-to-date and compliant.<br>• Ensure all loan files and related activities meet regulatory and company standards.<br>• Prepare and review loan documents, offering recommendations for renewals or modifications when necessary.<br>• Manage the mailing of payment receipts efficiently and accurately.<br>• Maintain comprehensive and organized loan files, schedules, tracking systems, and pipeline reports.<br>• Support loan officers with administrative tasks and address inquiries in a timely and thorough manner.<br>• Handle incoming department calls and provide assistance as needed.
<p>We are looking for a dedicated Customer Service Representative to join our team in Phoenix, Arizona. In this role, you will provide exceptional service to homeowners, addressing their inquiries and ensuring a seamless experience. This is a contract-to-hire position offers the opportunity to grow within a dynamic and customer-focused environment.</p><p><br></p><p>Responsibilities:</p><p>• Engage with homeowners in a detail-oriented and courteous manner, ensuring their needs are met with positivity and efficiency.</p><p>• Handle a variety of inbound customer inquiries, including website assistance, escrow questions, and processing payoffs.</p><p>• Identify and refer eligible homeowners for refinancing opportunities to the appropriate department.</p><p>• Conduct outbound collection activities on accounts with varying levels of delinquency, prioritizing those less than 30 days past due.</p><p>• Route calls to the appropriate internal teams based on escalation paths and customer needs.</p><p>• Meet and exceed performance metrics and service expectations.</p><p>• Utilize proprietary software systems effectively, providing feedback for system improvements.</p><p>• Collaborate with internal teams to ensure customer satisfaction and operational success.</p>
Your role as an Outbound Sales Advocate III As an Outbound Sales Advocate III at SkyOne Federal Credit Union, you will be at the forefront of member engagement, consistently exceeding sales expectations while demonstrating a strong grasp of operational processes, including audits, compliance, and business account maintenance. Your role not only involves cultivating and deepening member relationships through high-quality consultative service but also actively supporting team development by sharing best practices and reinforcing positive sales behaviors. You will be responsible for a variety of tasks, including processing transactions, updating accounts, opening new accounts, and handling loan applications-all while adhering to the Credit Union's rigorous service standards.<br><br>With a focus on outbound sales and exceptional service, you will contribute to business development efforts, ensuring that members receive value-added products and services that meet their specific needs, all within a supportive team environment that promotes accountability and innovation.<br><br>What Matters Most To thrive as an Outbound Sales Advocate III at SkyOne Federal Credit Union, you need a unique blend of skills and attributes that drive both sales performance and exemplary member service. Punctuality is essential, as daily attendance directly impacts team efficiency and success. You must possess excellent communication skills, handling outgoing calls with professionalism and courtesy while adhering to established guidelines.<br><br>A deep understanding of the credit union's financial goals and strategic direction will enable you to proactively support sales and service initiatives. Advanced knowledge of our products and services is crucial, allowing you to assess financial needs accurately and offer tailored solutions. Sales acumen is key, as you'll be expected to consistently exceed targets and model best practices for peers.<br><br>Additionally, proficiency in handling various transactions while ensuring compliance with relevant regulations is vital. Your ability to mentor new hires and engage in peer shadowing will further elevate team performance and contribute to a thriving service culture.<br><br>Qualifications <br>• Minimum of 3 years' experience in a financial services call center.<br>• Must be able to work onsite from the Dallas location 5 days a week and attend Credit Union sponsored community events based on business needs.<br>• Strong cross-selling and telemarketing skills.<br>• Excellent member service, interpersonal, written, and telephone communication skills.<br>• Effective training, shadowing, and peer-mentoring skills.<br>• Must have a high level of interpersonal skills to handle sensitive and confidential situations.<br>• Ability to exercise discretion and sound judgment.<br>• Must possess a superior level of member service, be a positive role model for staff, and demonstrate a high level of commitment to the organization.<br>• Strong organizational skills and ability to manage multiple priorities.<br>• Strong knowledge and understanding of financial products and services.<br>• Windows, Word, Excel, and Internet proficiency.<br>• A high degree of confidentiality.<br>• A positive, professional image within the workplace.<br>• Effective verbal and written communication skills.
<p>Client Service & Operations Associate | Family Office | Bilingual (English/Spanish) | Series 6 & 77</p><p>We’re seeking a client-focused and detail-oriented professional to support day-to-day client service, operations, and compliance in a collaborative family office environment.</p><p>This role is ideal for someone who enjoys variety, ownership, and working closely with clients and advisors.</p><p><strong>What You’ll Do:</strong></p><ul><li>Support client account administration including onboarding, money movements, account maintenance, and documentation</li><li>Assist with operational workflows such as trade tickets, rebalancing support, transaction processing, and recordkeeping</li><li>Help ensure compliance with RIA and regulatory requirements (Form ADV, W-8s, filings, and organized documentation)</li><li>Coordinate client meetings, prepare presentations and reports, and support ongoing client communications</li><li>Assist with loan coordination, payments, expense tracking, and third-party follow-ups</li><li>Collaborate across operations, investment, and administrative teams to keep workflows moving smoothly</li></ul><p>Once the candidate is familiar with the operations, hybrid schedule will apply.</p><p>If you are interested in hearing more about this position, please call me 786-393-4588 or email Janet.Silva@roberthalfcom</p>
We are looking for a detail-oriented Accounting Assistant to join our team in Fort Wayne, Indiana. This contract-to-permanent position involves managing essential accounting tasks, including payroll processing, financial statement preparation, and bank reconciliations. The ideal candidate will possess strong organizational skills and the ability to work efficiently in a fast-paced environment.<br><br>Responsibilities:<br>• Process payroll on a bi-weekly basis, ensuring accuracy and timeliness.<br>• Prepare and distribute accounts payable checks weekly for review and approval.<br>• Record monthly general journal entries for multiple entities and maintain associated tracking logs.<br>• Generate and review monthly financial statements for three entities.<br>• Perform daily and monthly bank reconciliations to ensure accuracy of accounts.<br>• Manage and track employee benefit logs and ensure proper documentation.<br>• Reconcile credit card transactions and manage pre-paid and fixed assets.<br>• Support accounts receivable tasks, including tracking client expenses and vendor revenue.<br>• Prepare 1099 forms and oversee 401(k) contributions and loan payment submissions.<br>• Safeguard confidential information and actively share knowledge of systems with team members.
<p>Successful, real estate firm seeks a hands-on Accounting Manager to oversee the financial operations of their real estate development team. This role will be responsible for managing project budgets, preparing reconciliations, completing tenant lease provisions, reviewing project cost reports, assisting with cash flow forecasting, posting journal entries, reconciling intercompany accounts, drafting financial statements, ensuring accurate and timely processing of bank reconciliations, overseeing the month/annual close process, performing general ledger analysis, and ensuring compliance with GAAP. We are looking for an Accounting Manager with a solid financial analysis skillset, excellent communication and interpersonal skills, strong understanding of GAAP standards, and the capacity to multi-task while meeting crucial deadlines.</p><p><br></p><p>What you get to work on daily</p><p>· Maintain general ledger accounts</p><p>· Budgeting & Forecasting</p><p>· Account Reconciliation</p><p>· Manage month-end/year-end audits</p><p>· Fixed Asset Monitoring</p><p>· Account Analysis</p><p>· Preparing cash flow reports</p><p>· Review loan requirements</p><p>· Prepare financial statements/reports</p>
<p>Amanda Warren with Robert Half is looking for an experienced Accounting Manager/Supervisor to lead and oversee the accounting team in Chico, California. This role entails managing a variety of accounting functions while fostering growth and development within the team. The ideal candidate will play a pivotal role in ensuring operational efficiency, regulatory compliance, and strategic collaboration across departments.</p><p><br></p><p>Responsibilities:</p><p>• Lead, mentor, and evaluate the loan accounting team to ensure their growth and optimal performance.</p><p>• Develop succession planning strategies and provide leadership training tailored to individual career goals.</p><p>• Collaborate with departments such as Lending, Risk, Finance, and Compliance to align initiatives and achieve organizational objectives.</p><p>• Manage and assign key loan accounting tasks, including maintaining loan accounting queues, verifying disbursements, processing loan modifications, and reconciling accounts.</p><p>• Review and refine departmental policies, procedures, and workflows to maximize efficiency and accuracy.</p><p>• Establish and enforce internal controls to safeguard financial integrity and mitigate risks.</p><p>• Promote the use of advanced software platforms to enhance operational efficiency and customer experience.</p><p>• Ensure compliance with evolving regulatory requirements and financial reporting standards.</p><p>• Monitor industry trends and adapt department processes to align with best practices.</p><p>• Provide strategic recommendations to senior leadership regarding loan accounting operations and business development opportunities.</p>
<p>We are looking for a dedicated <strong>Member Service Representative to join our team in Boston, MA on a long term contract to hire opportunity.</strong> In this role, you will provide exceptional service to credit union members by assisting with transactions, promoting products, and handling inquiries. This is a Contract to permanent position in the banking industry, offering a great opportunity to grow your career while contributing to a dynamic organization. <strong>This is a fully in-person position (no hybrid or remote work).</strong></p><p><br></p><p>Responsibilities:</p><p>• Deliver outstanding customer service to credit union members by addressing their needs and resolving inquiries.</p><p>• Handle routine financial transactions including deposits, withdrawals, loan payments, and account inquiries with accuracy.</p><p>• Open new accounts for both existing and new members, ensuring compliance with policies and procedures.</p><p>• Promote and cross-sell credit union services such as electronic banking options, debit cards, and other financial products.</p><p>• Process loan applications, assist with lending activities, and disburse approved loans while maintaining accurate records.</p><p>• Manage cash operations, including cash handling, balancing, and vault teller activities.</p><p>• Ensure adherence to banking regulations, federal and state laws, and organizational policies, including compliance with anti-money laundering and Bank Secrecy Act requirements.</p><p>• Support debit card processing by ordering, reviewing activity, and addressing member questions or concerns.</p><p>• Perform additional tasks and responsibilities as needed to contribute to branch operations and member satisfaction.</p>
